Yokem Motors, Llc 401(k) Profit Sharing Plan
Sponsored by Yokem Motors, L.L.C. · EIN 720693003 · Plan #001
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 127
- With balances
- 175
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Phd Consulting Llc CRD 304989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Phd Consulting Llc | Investment advisory (plan) | $24,308 |
| Transamerica Ret. Solutions, Llc | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $20,572 |
| Admin. Group, Llc Dba Tag Resources | Recordkeeping, Participant loan processing, Recordkeeping fees | $6,629 |